UBS US Quality Growth At Rsnbl Prc P (QGRPX)
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UBS US Quality Growth At Rsnbl Prc P
CHICAGO IL 60606
C/O UBS GLOBAL ASSET MANAGEMENT (AMERICA
UBS FUNDS
312-525-7100
Management Information
,Lead Manager since February 27, 2022
Adam is a Senior Portfolio with the Private Client US Equities team based in New York. He is co-Portfolio Manager on the Tactical Thematic portfolio. Additionally, Adam contributes to all of the House View equity portfolios, with emphasis on the Dividend Ruler and Q-GARP strategies.
In February 2022, Adam joined UBS Asset Management from UBS Global Wealth Management’s Chief Investment Office (CIO), where he was an equity sector strategist covering the Industrials and Materials sectors. Prior to joining UBS in 2017, Adam was with RBC Global Asset Management as an analyst/sector portfolio manag
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Morningstar Category
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Fund Overview
CategoryLarge Growth
Fund FamilyUBS Asset Management
Net Assets258.66M
YTD Return5.68%
Yield0.40%
Morningstar Rating★★★★
Inception DateJul 8, 2020
Fund Operations
Last Dividend0.06
Last Cap Gain4.00
Holdings Turnover41.00%
Average for CategoryN/A
Fees & Expenses
ExpenseQGRPXCategory Average
Annual Report Expense Ratio (net)0.50%0.99%
Prospectus Net Expense Ratio0.50%N/A
Prospectus Gross Expense Ratio0.83%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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